TWST: Please start by reminding us of your coverage in the building and construction space.
Mr. Wetenhall: I cover a number of stocks in the space, centered in the home improvement area. My specific coverage is Armstrong (AWI), Owens Corning (OC), U.S. Gypsum (USG), Beacon Roofing (BECN), Fortune Brands (FBHS), Mohawk (MHK) and Masco (MAS). I also cover several homebuilders, and my coverage there includes KB Home (KBH), Lennar (LEN), D.R. Horton (DHI), PulteGroup (PHM) and Toll Brothers (TOL).
TWST: Home improvement and homebuilding stocks are in the building and construction area, but are we seeing similar trends in both or are they different?
